Theodore J. van Gerven, CFP® Modern Wealth Builders, LLC
- Virtual , Boston, MA 02101
- (508) 687-0723
About Theodore J. van Gerven, CFP®
Are you a Gen X or Y professional looking to:
– Do more with your money
– Invest for financial freedom
– Protect your family, assets, and income
– Plan for the expected and unexpected
At Modern Wealth Builders, my goal is to help you build wealth both monetarily and spiritually. Helping people identify what truly matters to them, and how to use their money efficiently to accomplish those goals is My Why.
I currently split my time traveling back and forth between the island of Martha’s Vineyard and the Greater Boston area meeting with clients both in-person and virtually.
The fear of missing out (aka FOMO) is one of the strongest forces that can affect investment decisions. The best investors are comfortable with accepting FOMO and staying in their lane (focusing on their individual race). It can be difficult to not let “water cooler talk” affect our investment decisions when we hear about what […]
Incentive Stock Options (ISOs) are one of the most complicated forms of employer stock compensation. In this podcast episode, I discuss the basics of ISOs, how they function from a tax perspective and some major pitfalls to be aware of. One of the most common pitfalls people neglect is looking into potential alternative minimum tax […]
The post Incentive Stock Options, FOMO, and Regret Minimization appeared first on Modern Wealth Builders, LLC.
At what point in your business’s lifecycle are you? Are you at the point where reinvesting in your business (increasing employees, equipment, etc.) provides diminishing profit returns? If so, consider creating a financial fortress outside of your business so that you are NOT dependent on your business to supplement your lifestyle. When you create a […]
The post Why You Should Build a Financial Fortress Around Your Primary Business appeared first on Modern Wealth Builders, LLC.
- Gen Y/Millennials
- Sales Professionals
- Technology Professionals
- Travel Enthusiasts
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Monthly Fee: $200+/mo
Pricing varies by services offered. Contact advisor for additional fee options.